This feature is available on OfficeRnD Flex and Workplace.
The OfficeRnD Visitor app allows you to build custom visitor flows to personalize the check-in process based on visitor type. Whether you're welcoming event attendees, vendors, or maintenance personnel, these flows let you tailor the experience with specific questions and documents. This level of customization improves data collection, security, and the overall visitor experience.
By the end of the article, you will be able to create, enable, and manage custom visitor flows that appear on your front-desk tablet. This will allow you to handle different visitor scenarios with flexibility and consistency.
Key features
Tailored Visitor Experience – Create personalized check-in flows with relevant fields and documents for each visitor type.
Enhanced Data Collection – Capture specific information for each visitor to ensure regulatory compliance and enhanced security.
Flexible Configuration – Easily manage and customize the check-in process to match unique requirements for different visitor types or events.
Set up a custom flow
To add and manage custom visitor flows in OfficeRnD:
Open the Admin Portal and go to Visitor Hub
> Tablet app Settings > Tablet Flows Customization.
Click Customize next to any flow.
Note: Make sure the Check In toggle switch is turned on.
Click Create New Flow:
Provide a name for the custom flow, such as "Maintenance person" or "Event Attendee." This name is also used for the Visitor Type if you are creating a custom check-in flow.
(optional) Select Copy settings from an existing flow and select the flow you want to duplicate from the drop-down menu.
When you're finished, click Add. A custom flow will be created, and a page opens where you can continue setting up. You can add custom fields and upload documents for visitors to read before they continue checking in.
Activate and turn off custom flows
Your custom flow is disabled by default upon creation, so it won't instantly appear in the Visitor App. This behavior lets you tweak every detail before you enable the flow on tablets.
When you're ready to launch:
Go to Visitor Hub
> Tablet app Settings > Tablet Flows Customization.Click Customize.
Click the toggle next to your custom flow to turn it on. If you must turn it off later, come back and switch the toggle.
Manage custom flows
Click Customize next to your custom flow to add or remove fields and documents. You can also click the cogwheel and:
Rename the flow.
Delete the flow.
The Visitor Type information will remain in the Visitor Log even if the flow is deleted.
The Delivery data will remain in the Delivery Log even if the flow is deleted.
FAQ: Custom visitor flows on the Visitor app
What are custom visitor flows in the Visitor app?
What are custom visitor flows in the Visitor app?
Custom flows let you define unique check-in processes for different visitor types, such as event guests or maintenance staff, each with its own fields and documents.
What information can I customize in a flow?
What information can I customize in a flow?
You can add or remove check-in fields, upload documents for visitors to read and accept, rename the flow, or copy settings from another flow.
Is the new flow active immediately after creation?
Is the new flow active immediately after creation?
No. Custom flows are disabled by default. You can turn them on later, once they are fully configured.
What happens to the data if I delete a custom flow?
What happens to the data if I delete a custom flow?
The flow will be removed, but the associated Visitor Type will remain in the Visitor Log, and Delivery data will remain in the Delivery Log.